Beam Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Beam Wealth Advisors’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,732	Closed	-$916K	–	115
2025 Q3	$916K	Sell	10,732 -1,063	-9%	-$89.6K	0.25%	77
2025 Q2	$962K	Buy	11,795 +1,210	+11%	+$96.5K	0.29%	73
2025 Q1	$854K	Buy	10,585 +263	+3%	+$21.4K	0.29%	70
2024 Q4	$833K	Buy	+10,322	New	+$861K	0.26%	72
2024 Q3	–	Sell	-10,360	Closed	-$763K	–	104
2024 Q2	$763K	Buy	+10,360	New	+$783K	0.25%	72

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Beam Wealth Advisors's REGL Position: Q4 2025 in Review

Beam Wealth Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2025, closing a stake of 10,732 shares — an estimated $916K sold.

Beam Wealth Advisors first reported a position in REGL in Q2 2024 and held it in 5 quarters. The position peaked at $962K in Q2 2025. 241 funds tracked by Wall St. Rank hold REGL as of Q4 2025.

Beam Wealth Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Beam Wealth Advisors sold 10,732 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2025, an estimated $916K.
Beam Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2024 and held it in 5 quarters.
Beam Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $962K in Q2 2025.
241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.